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Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2001	ASM ATW SPAC Management New York	$99K	-$206K	1	0.14%	Reduced
2002	Delta Accumulation LLC Sausalito, California	$98.5K	$0	1	0.02%	Maintained
2003	Capital Analysts LLC Fort Washington, Pennsylvania	$98K	+$456	5	0.01%	Increased
2004	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$97.7K	+$4.1K	1	0.05%	Increased
2005	SIS Sound Income Strategies Ft Lauderdale, Florida	$96.3K	-$13.2K	8	0.01%	Reduced
2006	RL Rogco LP Claremore, Oklahoma	$95K	+$106K	1	0.05%	New
2007	SIC SJS Investment Consulting Sylvania, Ohio	$93.2K	-$11K	6	0.02%	Reduced
2008	Advent Capital Management New York	$92.9K	+$130K	1	0%	New
2009	FMB Field & Main Bank Henderson, Kentucky	$92.1K	-$79.1K	1	0.04%	Reduced
2010	OFA Oak Family Advisors Chicago, Illinois	$91.6K	-$11.9K	1	0.04%	Reduced
2011	AssetMark Inc Concord, California	$90K	-$388K	2	0%	Reduced
2012	NC NewSquare Capital Newtown Square, Pennsylvania	$89.7K	+$45.9K	5	0.01%	Increased
2013	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$89.1K	$0	4	0.01%	Maintained
2014	CWM Centric Wealth Management Chicago, Illinois	$88.1K	+$15.2K	1	0.04%	Increased
2015	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$86.7K	-$820	4	0.09%	Reduced
2016	EL EMFO LLC Weston, Florida	$86.3K	+$10.8K	3	0.08%	Increased
2017	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$85.7K	$0	1	0.03%	Maintained
2018	SWA SOA Wealth Advisors New York	$84.6K	-$248K	3	0.02%	Reduced
2019	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$84.4K	+$22.3K	7	0.01%	Increased
2020	APC Aspire Private Capital Cornelius, North Carolina	$83.9K	+$21.1K	4	0.03%	Increased
2021	HCM Highlander Capital Management Short Hills, New Jersey	$83K	+$39.6K	5	0.03%	Increased
2022	HF Halpern Financial Ashburn, Virginia	$82.2K	$0	2	0.03%	Maintained
2023	KI Kapitalo Investimentos Sao Paulo, Brazil	$81.4K	-$327K	1	0.01%	Reduced
2024	CWP Concord Wealth Partners Abingdon, Virginia	$80.1K	-$5.66K	7	0.02%	Reduced
2025	WWM Wolff Wiese Magana Carslbad, California	$79.3K	+$2.96K	7	0.06%	Increased